IWN
Independent Wealth Network’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,537
| Closed | -$227K | – | 219 |
|
|
2023
Q1 | $227K | Sell |
6,537
-198
| -3% | -$6.87K | 0.15% | 167 |
|
|
2022
Q4 | $233K | Sell |
6,735
-326
| -5% | -$11.3K | 0.16% | 153 |
|
|
2022
Q3 | $225K | Buy |
7,061
+4
| +0.1% | +$127 | 0.18% | 148 |
|
|
2022
Q2 | $240K | Buy |
7,057
+873
| +14% | +$29.7K | 0.17% | 146 |
|
|
2022
Q1 | $230K | Sell |
6,184
-144
| -2% | -$5.36K | 0.15% | 168 |
|
|
2021
Q4 | $247K | Buy |
6,328
+98
| +2% | +$3.83K | 0.15% | 165 |
|
|
2021
Q3 | $245K | Buy |
+6,230
| New | +$245K | 0.16% | 162 |
|